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▶ 105:38 · $KERCUS · Uriarte backs industrial construction specialist Kercus betting on perpetual infrastructure demand

episode shorts · 4

Perdió todos sus ahorros aunque tenía razón

La falsa barra de carga que disparaba las ventas

El precio de ser presidente del Athletic

De vender su empresa a presidir el Athletic

now playing · $KERCUS

$ALLIRON-SOCIMIbullish· high· posjon uriarte

Uriarte targets 15% IRR on Spanish prime urban SOCIMI with 7.5% net yield

Buying prime city-center assets in Madrid, Barcelona, Bilbao and other tier-1 Spanish cities, reforming them for hotel/aparthotel use, and leasing to operators like Libere. The SO…

$LIBEREbullish· high· posjon uriarte

Libere scales aparthotel chain to €50M revenue targeting 15-20% EBITDA via tech-driven operations

Professionalizing Airbnb-style apartments with a proprietary technology stack to achieve 50-60% GOP margins, 30-40% direct booking mix (low OTA dependency), and 15-20% EBITDA marg…

$KERCUSbullish· medium· posjon uriarte

Uriarte backs industrial construction specialist Kercus betting on perpetual infrastructure demand

Construction sector has massive TAM and persistent quality problems; specialized industrial construction (pharma, energy, chemical plants, data centers) offers a defensible niche…

$IMPACT-BRIDGEbullish· low· posjon uriarte

Uriarte invests in Impact Bridge impact fund managing €600M blending returns with social/environmental goals

Impact investing balances financial returns with measurable social/environmental impact, distinct from pure philanthropy or pure profit. Uriarte is a significant investor and earl…

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